Tree Inventory & Maintenance Log – Visual Inspection, Actions & Excel | Word/PDF

Tree Inventory and Maintenance Log for Properties, Housing Associations, and Green Spaces

Create a traceable tree register for the property and document visual observations, follow-ups, deviations, needs for arborist assessment, ordered actions, and costs. Suitable for property owners, housing associations, property managers, property owners' associations, and other organizations responsible for trees in shared outdoor environments.

File List – Complete Template Package

Excel: Nine Tabs with Key Metrics

Dashboard: shows registered trees, documented inspections, open risk observations, ongoing and completed actions, suppliers, and total costs including VAT. Tree Register: ID, location, and traceable documentation. Inspections: time and actual observations. Risk Observations: report and escalation. Actions: request and follow-up. Costs: formula-driven VAT calculation. Suppliers: contact and expertise. Photo Log: references to documented photos. Read Me: instructions and sources.

How to Use the Documents

1. Register each tree under a unique tree ID and link it to a map or photo reference.
2. Document only visible conditions from a safe place on the ground. State “Not assessed” in case of uncertainty.
3. In case of suspected danger: keep your distance, follow the property’s safety routine, and document who was contacted.
4. Hire a qualified arborist to assess stability, safety, and any necessary maintenance actions.
5. Investigate relevant nature, habitat, and species protection requirements, as well as any consultation or other regulatory review, before pruning or felling.
6. Document the contractor’s professional opinion, decision, receipt, and any remaining questions.

Legal Framework and Limitations

The Planning and Building Act (2010:900), Chapter 8, Section 15 requires that plots be kept in a well-maintained condition and managed to limit the risk of accidents. The Environmental Code (1998:808), Chapter 12, Section 6 may require consultation before actions that could significantly alter the natural environment, such as certain interventions on particularly valuable trees. Allées and protected species may be subject to additional regulations. Swedish Work Environment Authority regulations apply to professional work with, for example, chainsaws and work at height. The assessment depends on the location, action, protection status, and current regulations.

This is an administrative log, not a certified tree inspection, risk classification, arborist report, or permit document. No generally legally mandated inspection intervals are guaranteed. Registered observations are not sufficient in themselves to make a decision on felling or pruning. Work must be planned and carried out by persons with the appropriate skills, and applicable regulatory reviews must be checked separately. No external lawyer or arborist has reviewed each template; source control is AI-assisted.

Frequently Asked Questions

Is this a certified tree risk assessment?

No. The templates help you gather facts and follow-up information for a potential assessment by a qualified arborist.

Can I use the package in a housing association?

Yes, for tree inventory, maintenance actions, and documentation of decisions in shared outdoor environments.

Does every tree need to be inspected every year?

There is no uniform general legally mandated frequency that this package claims applies to all trees. Consider the risk, surroundings, the tree’s condition, and advice from a qualified professional.

Can I fell a registered tree?

Registration does not grant the right to fell the tree. Check protection regulations, land/tree felling permits, species protection, any required consultation, and the property owner’s decision in the specific case.

Are the PDF files editable?

The PDF files are searchable read-only and print versions; edit the original data in Word and work with the register in Excel.

Do the files contain made-up test cases?

No. The delivered Excel workbook is empty of registration data. Formulas and summaries are ready to use.

Legal Sources and Related Templates

• Planning and Building Act (2010:900), Chapter 8, Section 15
• Environmental Code (1998:808), Chapter 12, Section 6
• Swedish Environmental Protection Agency – Particularly Valuable Trees and Consultation
• Swedish Work Environment Authority – Risks with Chainsaws and Brushcutters

Complementary documents: Facade Inspection & Crack Log and Playground Inspection & Safety Inspection. They cover other parts of the property’s damage and safety follow-up.

Sweden · Version 1.0 · AI-assisted source control 2026-11-04 · Digital ZIP delivery after manual activation.